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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,529 | $48,267-96.8% | $68,808-97.8% | $68,486-97.8% |
| Participation rate | 69.4% | 60.7%+8.7pp | 69.0%+0.3pp | 67.9%+1.5pp |
| Annual return | -58.61% | -12.70%-45.9pp | -6.37%-52.2pp | -7.85%-50.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,439 | $2,867-49.8% | $3,942-63.5% | $4,028-64.3% |
| Admin fee / account holder | $210 | $4,362-95.2% | $4,936-95.7% | $5,404-96.1% |